Agent Flowz is the all-in-one platform for insurance agents — smart CRM, visual pipeline, book of business, and a free built-in lead dialer. Need parallel lines and no-drop conference calling? Add the Power Dialer from $49/mo.
Cancel before trial ends and you won't be charged · Setup in 5 minutes
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Agents on the platform
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Policies written
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Coverage placed
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Annual premium submitted
Everything you need
Agent Flowz replaces your dialer, CRM, spreadsheets, and reporting tools with one purpose-built platform for insurance sales.
One-click dialing built-in with every plan. Auto-advance queue, voicemail drops, and full call history. Need parallel lines + no-drop conferencing? Upgrade to the Power Dialer add-on.
Profiles built for insurance — DOB, beneficiaries, policy history, lead source, tags, and a full activity timeline. Import 50k contacts in seconds.
Drag-and-drop kanban from first call to closed policy. See exactly where every lead stands and what action moves them forward.
Every active policy in one place. Track carrier, premium, renewal date, commissions, and beneficiaries. Never miss a lapse again.
Close ratio, revenue, leaderboards, call activity, and source attribution. Know exactly what's working and who's producing.
Built-in DNC management, calling hour enforcement, consent tracking, and full audit logs. Sell confidently within compliance.
Real results
"I cancelled GoHighLevel, a separate dialer, and two CRMs. Agent Flowz does everything for less. My close rate went from 5.2% to 9.8% in 60 days."
Marcus Johnson
Medicare Specialist · Dallas, TX
Monthly calls
147
"My team of 8 agents uses Agent Flowz every single day. The leaderboard keeps everyone producing and I can monitor performance in real-time."
Sarah Mitchell
Final Expense Agency Owner · Austin, TX
Monthly calls
1,247
"The book of business tracker alone is worth the subscription. I used to track renewals in a spreadsheet. Never again."
Priya Patel
Independent Broker · Atlanta, GA
Monthly calls
988
Pricing
All plans include a 14-day free trial. Cancel before it ends and you won't be charged.
For independent agents ready to scale.
For small agencies — up to 5 agents.
For high-volume agencies and IMOs.
Dial up to 10 contacts simultaneously with no-drop conferencing, 1-tap redial, and auto-advance. The Lead Dialer is free with your plan — the Power Dialer is a separate paid add-on for agents who want to maximize volume.
Power Dialer requires an active CRM subscription · Cancel add-on anytime independently
Join the insurance agents who use Agent Flowz to dial smarter, close faster, and manage their entire business in one place.
Start free — 14-day trial